See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,345 | $183,963-55.2% | $162,163-49.2% | $152,861-46.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.46% | 150.76%-128.3pp | 115.59%-93.1pp | 345.32%-322.9pp |
| Employer contribution / active EE | $18,875 | $6,371+196.3% | $5,614+236.2% | $4,762+296.3% |
| Participant deferral / active EE | $12,823 | $8,034+59.6% | $7,298+75.7% | $5,850+119.2% |
| Admin fee / account holder | $4,578 | $13,121-65.1% | $10,843-57.8% | $11,596-60.5% |